See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,847 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,457 | $39,286-88.7% | $80,716-94.5% | $79,386-94.4% |
| Participation rate | 92.0% | 41.0%+51.0pp | 54.2%+37.8pp | 70.7%+21.3pp |
| Annual return | 18.31% | 98.95%-80.6pp | 87.28%-69.0pp | 116.85%-98.5pp |
| Employer contribution / active EE | $1,333 | $594+124.4% | $1,160+14.9% | $2,427-45.1% |
| Participant deferral / active EE | $2,541 | $1,264+101.0% | $2,146+18.4% | $4,046-37.2% |
| Admin fee / account holder | $30 | $647-95.4% | $3,380-99.1% | $626-95.3% |